Podcast: Cybersecurity and Financial Services


In this podcast, Blane Warrene discusses cybersecurity and what CPA financial planners need to think about in order to protect their clients’ sensitive information, including:

  • History and evolution of cybersecurity
  • Behavior as a risk factor and how to mitigate it by turning bad habits into good habits
  • Best practices and tools to protect information on devices like desktops/laptops and smartphones/tablets and other mobile devices
  • How to achieve low risk, improve procedures, and still work efficiently

Blane dives deeper into the best practices and actionable strategies to improve cybersecurity initiatives in your practice at the 2016 Advanced PFP Conference in Las Vegas on January 18-20.